See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $3,300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $681 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,348 | $79,944-72.0% | $98,439-77.3% | $75,163-70.3% |
| Participation rate | 92.9% | 70.4%+22.6pp | 75.2%+17.8pp | 67.2%+25.7pp |
| Annual return | 13.39% | 19.75%-6.4pp | 21.16%-7.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $936 | $2,264-58.6% | $3,048-69.3% | $2,670-64.9% |
| Participant deferral / active EE | $1,025 | $3,752-72.7% | $4,738-78.4% | $4,125-75.2% |
| Admin fee / account holder | $42 | $6,840-99.4% | $8,948-99.5% | $5,651-99.3% |